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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
4051	MC Muhlenkamp & Co Wexford, Pennsylvania	$18.5M	+$13.7K	1	5.37%	Increased
4052	JWM Jacksonville Wealth Management Jacksonville, Florida	$18.5M	-$548K	5	10.47%	Reduced
4053	HC HF Capital Knoxville, Tennessee	$18.5M	$0	1	6.24%	Maintained
4054	ACA Affinity Capital Advisors Berkeley, California	$18.5M	+$4.37M	18	2.29%	Increased
4055	SCM Sone Capital Management New York	$18.5M	-$6.32M	3	1.41%	Reduced
4056	CWA Centennial Wealth Advisory Traverse City, Michigan	$18.5M	+$659K	15	3.99%	Increased
4057	SWG Summit Wealth Group White River Junction, Vermont	$18.5M	-$565K	9	3.77%	Reduced
4058	KTC Kentucky Trust Company Danville, Kentucky	$18.5M	-$41K	15	8.88%	Reduced
4059	SL StoryOne LLC Overland Park, Kansas	$18.5M	+$16M	15	8.73%	New
4060	VDC Van Diest Capital Poly City, Iowa	$18.5M	-$12.7M	15	16.54%	Reduced
4061	BMC Benin Management Corp Wilton, Connecticut	$18.4M	+$695K	15	3.74%	Increased
4062	AU AlphaGrep UK London,	$18.4M	-$10.7M	27	5.48%	Reduced
4063	SCA Sandy Cove Advisors Hingham, Massachusetts	$18.4M	+$1.48M	13	4.61%	Increased
4064	AGP Autumn Glory Partners Dallas, Texas	$18.4M	+$7.62M	10	5.22%	Increased
4065	CIA Cape Investment Advisory Mcdonough, Georgia	$18.4M	+$137K	50	4.91%	Increased
4066	VC Vestor Capital Chicago, Illinois	$18.4M	-$136M	23	1.15%	Reduced
4067	OPF Old Peak Finance Chapel Hill, North Carolina	$18.4M	-$3.48M	9	8.89%	Reduced
4068	LAIC Lederer & Associates Investment Counsel Long Beach, California	$18.3M	-$1.77M	4	12.06%	Reduced
4069	FLP Financial Life Planners Tempe, Arizona	$18.3M	+$560K	18	11.76%	Increased
4070	EWL Emissary Wealth LLC Hackensack, New Jersey	$18.3M	-$1.54M	6	13.94%	Reduced
4071	DWML Decker Wealth Management LLC Nashville, Tennessee	$18.3M	-$140K	5	3.88%	Reduced
4072	MFP Meridian Financial Partners Warrenton, Virginia	$18.3M	-$391K	6	6.24%	Reduced
4073	W Wealthquest Cincinnati, Ohio	$18.3M	+$4.07M	16	1.15%	Increased
4074	BRM Boston Research & Management Manchester, Massachusetts	$18.3M	+$82.5K	7	4.04%	Increased
4075	CI Corient IA Miami, Florida	$18.3M	-$1.45M	20	16.85%	Reduced